Filed: 11/14/2025ACC: 0001104659-25-112215
📋 What this filing means
GLOBAL IMC LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $23.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$23.65M
Total AUM (reported)
857.13K
Total Shares
Allocation by class
COMMON STOCK$23.65M100.0%
Portfolio Concentration
Top 3$10.76M45.5%
4–10$12.76M54.0%
11–25$131.4K0.6%
Top 3 weight
45.5%
Top 10 weight
99.4%
Voting Authority Distribution
Total shares with voting rights: 857.13K
Sole
Full voting authority
855.47K
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.66K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings11
Rows:
Kinross Gold Corp
SOLEShares151.39K
TypeSH
Market value$3.76M
15.89%
Sole
151.39K
Shared
0.00
None
0.00
Hudbay Minerals Inc
SOLEShares233.91K
TypeSH
Market value$3.54M
14.99%
Sole
233.91K
Shared
0.00
None
0.00
Tower Semiconductor Ltd
SOLEShares47.78K
TypeSH
Market value$3.45M
14.61%
Sole
47.78K
Shared
0.00
None
0.00
IREN Ltd
SOLEShares73.56K
TypeSH
Market value$3.45M
14.60%
Sole
73.56K
Shared
0.00
None
0.00
Eldorado Gold Corp
SOLEShares115.22K
TypeSH
Market value$3.33M
14.07%
Sole
115.22K
Shared
0.00
None
0.00
Sportradar Group AG
SOLEShares118.39K
TypeSH
Market value$3.18M
13.47%
Sole
118.39K
Shared
0.00
None
0.00
Stantec Inc
SOLEShares21.94K
TypeSH
Market value$2.37M
10.01%
Sole
21.94K
Shared
0.00
None
0.00
Taseko Mines Ltd
SOLEShares37.22K
TypeSH
Market value$157.8K
0.67%
Sole
36.59K
Shared
0.00
None
632.00
Vizsla Silver Corp
SOLEShares31.79K
TypeSH
Market value$137.3K
0.58%
Sole
31.25K
Shared
0.00
None
537.00
Allot Ltd
SOLEShares12.54K
TypeSH
Market value$132.6K
0.56%
Sole
12.32K
Shared
0.00
None
216.00
Aris Mining Corp
SOLEShares13.40K
TypeSH
Market value$131.4K
0.56%
Sole
13.12K
Shared
0.00
None
277.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Kinross Gold CorpSOLE | Common Stock | 151.39K | SH | $3.76M 15.89% | 151.39K | 0.00 | 0.00 |
Hudbay Minerals IncSOLE | Common Stock | 233.91K | SH | $3.54M 14.99% | 233.91K | 0.00 | 0.00 |
Tower Semiconductor LtdSOLE | Common Stock | 47.78K | SH | $3.45M 14.61% | 47.78K | 0.00 | 0.00 |
IREN LtdSOLE | Common Stock | 73.56K | SH | $3.45M 14.60% | 73.56K | 0.00 | 0.00 |
Eldorado Gold CorpSOLE | Common Stock | 115.22K | SH | $3.33M 14.07% | 115.22K | 0.00 | 0.00 |
Sportradar Group AGSOLE | Common Stock | 118.39K | SH | $3.18M 13.47% | 118.39K | 0.00 | 0.00 |
Stantec IncSOLE | Common Stock | 21.94K | SH | $2.37M 10.01% | 21.94K | 0.00 | 0.00 |
Taseko Mines LtdSOLE | Common Stock | 37.22K | SH | $157.8K 0.67% | 36.59K | 0.00 | 632.00 |
Vizsla Silver CorpSOLE | Common Stock | 31.79K | SH | $137.3K 0.58% | 31.25K | 0.00 | 537.00 |
Allot LtdSOLE | Common Stock | 12.54K | SH | $132.6K 0.56% | 12.32K | 0.00 | 216.00 |
Aris Mining CorpSOLE | Common Stock | 13.40K | SH | $131.4K 0.56% | 13.12K | 0.00 | 277.00 |